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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Bert Kuo who wrote (1848)	12/18/1997 3:03:00 AM
From: Stitch	Read Replies (2) \| Respond to of 9256

Bert, There is no doubt that W-D et al would have loved to have had the advantages of the strong dollar without the flip side of life's little reciprocities. But I dont necessarily see it as a net negative. That they put a positive spin on it seems appropriate. Chicken shit into chicken salad is the alchemy of IR. As to JTS I wouldnt touch em with your portfolio. But you can check out their thread elsewhere here on SI. Best regards,

To: Bert Kuo who wrote (1848)	12/21/1997 10:58:00 PM
From: Gus	Respond to of 9256

Bert, If technology is all about transitions then somebody needs to remind WDC that if it doesn't have the technology lead then it should maybe shut up, stop the finger-pointing and compete in terms of price to remain competitive. Here's an interesting article that finally focuses on WDC's whining ways.... ...In a conference call, WD executives pointed the finger at Asian firms, citing overly aggressive pricing from Fujitsu, Samsung and Maxtor (the latter acquired by Hyundai during the 1992 price war). Haggerty said it's likely that WD will ask the U.S. government to look into the possibility that those companies are selling below cost to gain market share.... ...Aside from overheated competition, observers noted that WD has been struggling for a while. A few months ago, it accused Seagate of causing pricing pressure..... ....WD expects to use MR heads on over 75 percent of its drives by the end of June. But that's seven months away, and "their competitors are already at that point," said Disk/Trend's Porter. "WD followed a strategy of staying with thin-film inductive heads because they were cheaper. Now, that's bitten them, because they can't match the price and density of people who have already gone to MR heads." Drive maker alleges dumping as price war looms techweb.com Gus